---
title: "Management of budgets"
url: "https://help.simasuite.com/en/article/management-of-budgets"
language: "en"
last_updated: "2026-06-15T10:20:36.825Z"
---

# Management of budgets

On this help page you will find documentation on the **Spare parts budget management**.

## Budget creation

The creation of a budget is done from the **Budget tracking**, located on the following route: **\[Spare Parts Module -> Sales Tab -> Orders Section -> Budget Option\]**

To create a budget we must perform the following steps:

-   We open Budget Tracking
-   We select the option **New budget** in the left menu
-   The budget creation wizard will appear
-   We press the button **Following**
-   We select the customer and the application automatically shows the default order type for this customer
-   We press the button **Following**
-   If necessary we can indicate the end date of the budget.
-   We press the button **Finish**
-   Now the budget window will appear where we can insert its detail lines, indicating the data of:
-   Reference
-   Amount
-   When we finish creating the detail lines we must save and confirm the budget

Now we can print the quote for delivery to the client.

## Acceptance of a quote

When a client accepts the quote we must do the following:

-   We open Budget Tracking
-   We look for the client's budget
-   We open the budget
-   We press the button **Accept quote** located at the top of the window
-   A confirmation message appears, if this acceptance is correct, press the button **Yeah**

SIMA will request special permission when a client accepts a quote that has an established expiration date and has an expiration date.

## Rejection of one or more budget lines

When a client rejects one or more lines of the budget, but not the entire budget, we must do the following:

-   We open Budget Tracking
-   We look for the client's budget
-   We open the budget
-   We press the right mouse button on the line that the client wants to reject and select the option **Reject line**
-   We must repeat the line rejection process with all those lines that the client does not accept from the budget
-   When the budget already has all the lines that the client accepts, press the button **Accept quote** located at the top of the window
-   A confirmation message appears, if this acceptance is correct, press the button **Yeah**

This acceptance automatically generates the **customer order** associated with the budget.

## Rejection of a budget

When a client rejects a quote, that is, rejects all the lines in the quote, we must do the following:

-   We open Budget Tracking
-   We look for the client's budget
-   We open the budget
-   We press the button with the icon located at the top of the window
-   A confirmation message appears, if the rejection is correct, press the button **Yeah**